2007 -
2011 Financial Planner and Investment Advisor @
2006 -
2007 Financial Audit and Information Security Professional @
2004 -
2005 Associate Accountant @ Brigham Young University School of Music
Wes Read Education
Brigham Young University
Master of Science (Accounting)
2004
-
2005
Brigham Young University
Bachelor of Science (Accounting)
2000
-
2003
Wes Read Skills
Accounting
Strategic Financial Planning
Tax
Financial Modeling
Finance
Retirement Planning
Portfolio Management
Estate Planning
Mutual Funds
Financial Advisory
Investment Advisory
Financial Planners
Wealth
Investments
Investment Management
Financial Planning
Financial Analysis
Consulting
CPA
Planning
Sales
Strategic Planning
SAN
Microsoft Excel
Personal Financial Planning
Services
Wes Read Summary
Wes Read, based in San Diego, CA, US, is currently a CEO and Founder at PracticeCFO. Wes Read brings experience from previous roles at Practice Orbit, Symmetric Wealth Management, LLC, Moss Adams Wealth Advisors LLC and Ernst & Young. Wes Read holds a 2004 - 2005 Master of Science in Accounting @ Brigham Young University. With a robust skill set that includes Accounting, Strategic Financial Planning, Tax, Financial Modeling, Finance and more. Wes Read has 2 emails and 3 mobile phone numbers on RocketReach.
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